Aggressive Growth

CAGR:

18%

Min. Investment:

₹5,000

Risk:

Very High

This aggressive growth portfolio is managed by mutual funds analysts with 100% allocation towards equity while investing in small, mid and trending sectors for long-term growth potential. It is actively rebalanced depending on the market conditions and is especially designed to beat the market over time.

Performance Allocation Backtested Results Highlights Key Details About this portfolio

₹5,000 invested per month for 1Yr will be

SIP

Allocation Monthly SIP

See a detailed allocation of Monthly SIP in your portfolio.

Equity : 100%

Current Allocation

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Trailing Returns Comparison

Our Portfolio Returns vs Benchmark Returns

Name	1W	1M	3M	6M	1Y	2Y	3Y	5Y	ALL

Backtested Results

We show you transparent backtested results on your portfolio's performance.

A Decade of Market Cycle (1 Jan 2016 – 31 Dec 2024)

We tested our portfolio from 1 January 2016 to 31 December 2024, covering multiple market phases including growth, correction, and consolidation. During this period, our portfolio delivered a strong return of 419.71%, significantly outperforming the Nifty 50, which returned 254.86%. This performance demonstrates that focusing on strategic asset allocation rather than picking top-performing funds can deliver consistent long-term results across market cycles.

Bull Phase (1 Jan 2017 – 31 Dec 2017)

In 2017, the markets rallied on the back of economic reforms, global liquidity, and strong corporate earnings. While the Nifty 50 delivered a return of +28.05%, our portfolio achieved an impressive +47.59%, even with average-performing funds. This strong performance came from our disciplined strategy based on Modern Portfolio Theory and Monte Carlo simulations. Our emphasis on strategic asset allocation over fund selection reflects our commitment to consistency, effective risk management, and long-term wealth creation.

Volatile Transition Phase (1 Jan 2020 – 31 Dec 2024)

From January 2020 to December 2024, markets saw intense volatility with frequent ups and downs. Despite the uncertainty, our portfolio dynamically adjusted to changing conditions—managing risks while identifying opportunities. It delivered a solid return of 293.90%, far ahead of the Nifty 50’s 104.55% during the same period. This clearly shows how a disciplined, well-planned investment approach can thrive even in challenging market environments.

Pandemic Crash (1 Jan – 31 March 2020)

During the COVID-19 crisis between January and March 2020, global lockdowns and uncertainty triggered a steep market fall. While the Nifty 50 dropped by -29.24%, our portfolio declined only -28.38%, thanks to a prudent asset allocation and a risk-managed approach. It also rebounded swiftly as markets began recovering—highlighting the strength of our disciplined strategy.

Highlights

Get ready to learn useful insights into your portfolio's risk, performance & flexibility.

Standard Deviation

14.74%

Sharpe Ratio

1.15

Max Draw Down

Days to Recovery

0 Days

Key Details

Points to be noted from your end.

Minimum SIP:

₹5,000

Lock-In:

No Lock-In

Withdrawal Charges:

₹0 (only exit load)

About the Portfolio

Here you will find everything you need to about this portfolio.

Very High Risk Appetite

Long Term (5-7 Years)

High Returns (18% p.a.)

What is an Aggressive Investing Style?

Investing in high growth compounding business with buy & hold approach or targeting high growth industries at an inflection point. This style requires a higher risk appetite to tolerate short to medium term volatility and patience for at least 5-7 yrs. The clear focus is to make higher range of returns in the market.

Objective of this Portfolio

Aim is to achieve higher range of returns in the stock market i.e. 15-18% CAGR for 5 yrs. investing duration. It means we can make 3x of your investing amount.

How this portfolio is created?

The portfolio is carefully designed using the following factors:

Model portfolio designed for long-term investment goals.
100% equity allocation to maximize growth potential.
Focusing on small & mid-cap funds, trending themes & ideas.
Using MPT and Monte Carlo for risk-return balance.
Choosing funds managed by specialist fund managers.
Backtested through all market cycles and bull phases.
Outperforming market returns with higher profit margins.

Our Fund Selection Process for Aggressive Portfolio

Screen funds based on performance, risk-adjusted returns, and fund manager expertise.
Shortlisted Specialist AMC for Specific Style or themes
Use the 5 P framework (Product, Process, Portfolio, Performance and Price Valuations).
Select best scheme in the category according to the portfolio objective and investing style.
Regular monitor and churn according to market condition or changes in fund management.

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